WAB icon

Wabtec
WAB

Overview Fund Activity

809 hedge funds and large institutions have $17.4B invested in Wabtec in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 254 increasing their positions, 301 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
809
Holders Change
+8
Holders Change %
+1%
% of All Funds
12.9%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
81
Increased
254
Reduced
301
Closed
58
Calls
$43.6M
Puts
$21.8M
Net Calls
+$21.8M
Net Calls Change
+$27.7M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$910M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$334M
3
JCM
Junto Capital Management
New York
$39.3M
4
Fidelity International
Fidelity International
Bermuda
$67.6M
5
Millennium Management
Millennium Management
New York
$38.7M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
$609M
2
BCIM
British Columbia Investment Management
British Columbia, Canada
$1.74M
3
Invesco
Invesco
Georgia
$335M
4
Charles Schwab
Charles Schwab
California
$102M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
GGI
776
Godsey & Gibb Inc
Virginia
$426 – – –
DWA
777
Dougherty Wealth Advisers
Minnesota
$425 – – –
LWANC
778
Laurel Wealth Advisors (North Carolina)
North Carolina
$323 +$162 +2 +100%
CFS
779
CGC Financial Services
Oregon
$321 – – –
LWA
780
Lowe Wealth Advisors
Maryland
$319 – – –
BWL
781
Bogart Wealth LLC
Virginia
$319 – – –
PA
782
PSI Advisors
Florida
$319 – – –
HI
783
Hoey Investments
Pennsylvania
$319 – – –
AWM
784
Atticus Wealth Management
Florida
$319 – – –
CIA
785
Cape Investment Advisory
Georgia
$319 – – –
SFFS
786
Stonehage Fleming Financial Services
Jersey
$318 – – –
CCA
787
Column Capital Advisors
Indiana
$214 – – –
M
788
MOTCO
Texas
$213 -$426 -4 -67%
TC
789
Trust Company
Kansas
$213 – – –
SHIM
790
Stone House Investment Management
Pennsylvania
$213 – – –
PGAM
791
Princeton Global Asset Management
New Jersey
$213 – – –
WFA
792
West Financial Advisors
Iowa
$213 – – –
RF
793
Robbins Farley
New Hampshire
$213 – – –
CWM
794
CarsonAllaria Wealth Management
Illinois
$213 – – –
RWM
795
Ruedi Wealth Management
Illinois
$213 – – –
FCA
796
FinTrust Capital Advisors
South Carolina
$213 +$107 +1 +100%
TAM
797
Tucker Asset Management
Colorado
$213 +$213 +2 New
PCTC
798
Perkins Coie Trust Company
Washington
$212 +$212 +2 New
CQS
799
Credential Qtrade Securities
$212 +$212 +2 New
SL
800
Savior LLC
Massachusetts
$108 – – –
30 31
32
33 34